China’s aviation equipment stocks continued their upward momentum, with Chenxi Airlines (300581) locking in a 10% daily limit gain, while Tongyi Aerospace and China UAV surged over 10%. The rally extended to major industry players including AVIC Chengfei (302132) and Aerodas (300696), reflecting broad-based sector strength.
The gains suggest renewed market confidence in China’s aerospace and defense industries, potentially anticipating increased military modernization spending or breakthroughs in aviation technology. The sector’s performance aligns with China’s strategic focus on self-reliance in advanced equipment manufacturing.
Analysts warn the rally may face near-term consolidation after rapid gains, but the sector’s long-term outlook remains supported by national defense priorities and potential policy tailwinds. Traders are watching for upcoming defense budget details and military procurement trends as key catalysts.
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